Contacts by Contact Owner [HubSpot Marketing]

Follow the Metric Recipe below to create the metric Contacts by Contact Owner from HubSpot Marketing.

1. Create the dataset

Navigate to the Datasets page and create a new Dataset for the selected source.

a) Create Contacts Dataset

b) Create Owners Dataset

c) Create a new Calculated Column to combine FirstName and LastName

1. Edit the Owners Dataset and create a new calculated column by clicking on the + icon on the right side.

2. Insert the following function: CONCAT($FirstName, ' ', $LastName)

3. Rename the column to Full owner name.

4. Save the Dataset.

d) Merge Datasets together

Navigate to the Merged Datasets page and merge the Contacts Dataset with the Owners Dataset. Rename the Merged Dataset when done.

2. Create the Custom Metric

1. Navigate to Metric Builder and create a new Custom Metric by selecting the Merged Dataset you previously created.

2. Fill out the Measure, Date, Dimension, Aggregation, and Filter fields as shown in the diagram below.

3. Name your metric and save it.